Filed October 9, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,816 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,491 | $54,121+89.4% | $134,143-23.6% | $73,409+39.6% |
| Participation rate | 86.1% | 64.4%+21.7pp | 72.2%+13.9pp | 72.2%+13.9pp |
| Annual return | 18.98% | -312.52%+331.5pp | 36.33%-17.3pp | 59.29%-40.3pp |
| Employer contribution / active EE | $2,853 | $1,402+103.5% | $3,704-23.0% | $2,234+27.7% |
| Participant deferral / active EE | $4,753 | $2,844+67.1% | $3,499+35.9% | $3,805+24.9% |
| Admin fee / account holder | $60 | $132-54.6% | $6,684-99.1% | $158-61.9% |